Advisors Assistant, the Leader in Client Management and CRM Software, helps you

  • Increase Sales
  • Stay in touch with clients so they don't stray to other Advisors
  • Increase Efficiency
Free Demo
Manage contacts, investments & insurance all in one program.See what makes Advisors Assistance so easy to use.World class support on our 800 line.30 Day money back guarantee.


"Advisors Assistant is the cornerstone of our practice. My staff and I use this software program every minute of every day. It's great to have a management system that is changing and keeping up with our ever changing industry and our growing practice."
Juli McNeeley, LUTCF, CFP®, CLU - WI
President, NAIFA

“We really do believe that Advisors Assistant is very easy to use, and ease of use should not be underestimated. No matter how sophisticated a CRM application is, it’s useless if you and your staff do not use it. Advisors Assistant does a nice job of balancing functionality and cost in an easy to use product.”
Joel Bruckenstein, CFP®
Financial Services Technology Journalist and Consultant
Nov 2011 Technology Tools for Today



Advisors Assistant Will Help You

  • Increase Sales
  • Strengthen relationships with clients to keep them from straying to other advisors
  • Access client and prospect information quickly and easily
  • Integrate with many other software programs to run your office at peak efficiency



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